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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,570 | $77,817+85.8% | $123,553+17.0% | $64,173+125.3% |
| Participation rate | 67.9% | 74.7%-6.9pp | 82.3%-14.4pp | 69.6%-1.7pp |
| Annual return | -5.81% | 12.49%-18.3pp | 119.21%-125.0pp | 7.63%-13.4pp |
| Employer contribution / active EE | $1,118 | $3,014-62.9% | $4,628-75.8% | $2,381-53.1% |
| Participant deferral / active EE | $5,753 | $5,240+9.8% | $6,426-10.5% | $3,470+65.8% |
| Admin fee / account holder | $4,069 | $5,519-26.3% | $9,284-56.2% | $4,887-16.7% |